Sage Capital selects Iress’ portfolio management system

Technology company Iress today announced that Sage Capital has selected Iress’ Portfolio System to provide the boutique manager with end-to-end portfolio management support.

Established in June 2019 in partnership with Channel Capital, Sage Capital provides investors with access to two long/short Australian equities strategies that aim to generate return and control risk through a balanced investment process which combines quantitative and fundamental analysis.

Iress’ Portfolio System helps fund managers with everything from simple portfolios to multi-currency, multi-asset offerings. It makes it easy to construct, review, analyse and configure client portfolios while staying across administration, performance analysis, tax impacts and risk controls.

Sean Fenton, Managing Director, Sage Capital, said: “We’re delighted to have Iress as a key technology partner supporting our growth in the Australian market. We are focused on achieving returns for our investors in a very risk controlled way and Iress’ Portfolio System helps us manage this in a simple and effective way.”

Kirsty Gross, Iress Managing Director of Financial Markets for Australia and New Zealand, said: “We’re pleased to announce our partnership with Sage Capital through its selection of our portfolio management software. Sean and the team have an exciting vision for the Australian investment industry and we’re pleased to play a supporting role in this.”

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